See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INSTITUTIONAL OPERATIONS Service code 17 · EIN 04-3304255 | Pension Consulting | $326,692 |
MCDERMOTT WILL & EMERY LLP4+ years Filed as: MCDERMOTT WILL & EMERY Service code 29 · EIN 36-1453176 | Legal | $50,474 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON INVESTMENT SERVICE Service code 17 · EIN 52-1868818 | Pension Consulting | $39,539 |
NEPC, LLC2 years Service code 17 · EIN 26-1429809 | Pension Consulting | $35,146 |
INCOME RESEARCH & MANAGEMENT2 years Filed as: INCOME RESEARCH & MANGAGEMENT Service code 28 · EIN 26-3761443 | Investment Management | $24,376 |
ARMANINO LLP2 years Filed as: ARMANINO, LLP Service code 10 · EIN 94-6214841 | Accounting | $18,751 |
NORTHERN TRUST COMPANY4+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $12,976 |
BLACKROCK3 years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 21 · EIN 94-3112180 | Bank Trustee | $5,443 |
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $21,578,776-100.0% | $98,614-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 0.0%0pp |
| Annual return | -7.72% | 8.57%-16.3pp | -0.41%-7.3pp | 33.37%-41.1pp |
| Employer contribution / active EE | $0 | $3,885-100.0% | $15,396-100.0% | $11,253-100.0% |
| Participant deferral / active EE | $0 | $0 | $26-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $2,970-100.0% | $99,113-100.0% |